When you partner with us, you get an outsourced insurance desk with years of experience solving the retirement planning needs of investors. Our Advisor Solutions Team is committed to providing the complete support that you need to guide clients on the path to successful retirement, whether they need to create sustainable income streams, or replace a previously purchased annuity via a tax-free 1035 exchange.
Our Advisor Solutions Team is FINRA registered, and insurance licensed. Your dedicated regional director understands your fiduciary practice, helps you spot potential client needs, and locates transparent, low-cost investment vehicles that are liquid, easy to explain, and simple to use. At no additional cost, we are prepared to assist you with:
Simplicity OID reviews client statements to analyze current client scenario and needs.
We use Morningstar® Annuity Intelligence and other tools to compare solutions.
If we locate an appropriate solution, we pre-fill applications and send them back to you for signatures.
You collect all client signatures and provide missing info. We ensure it is in good order.
Transactions made on behalf of your clients undergo multiple levels of suitability review at Simplicity OID.
Once the account funds, we help connect accounts to your firm’s favored technologies.